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September 20, 2006

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billygoat

Hmmmm.... I always appreciate your comments. However, on this one, I think you've got the cart(s) ahead of the horse.

You go down the list of how more $ was made down the chain because everyone was charging more due to higher silicon prices. You also include customers in this beneficiary list. Without even going into a discussion on gross revenue vs. net profit, let me focus on customers.

"- Customers (business and commercial) purchased more solar because their electric rates and environmental concerns escalated"

Yes! But what does this have to do with higher silicon prices due to "shortages"? People weren't buying because silicon was going up in price... they were buying for the reasons you state. Or, even more specifically, people are buying to move away from pain (high energy costs, TRUE cost of our hydrocarbon addiction, ecosphere impacts, UNsustainability of our current ways, etc) and towards pleasure (save $, save the biosphere [we can't really "save" the planet; it will still be here long after we are, so everybody please just stop it - that's a whole rant for another time], make a geopolitical difference, peer recognition & approval, early adopter and social standing, etc.)

People perceive there is a problem (or, more to the point, THEY have a problem) and are reaching for a solution.

That is why they are buying... and why the rest of the chain is even allowed to exist.

Higher prices are NOT benefiting the participants, save for a few at the head of the production chain - those that own the raw commodity.

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